TC
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Truvestments Capital’s iShares MSCI ACWI ETF ACWI Stock Holding History

Truvestments Capital’s Portfolio ACWI Stock Details ACWI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-267
Closed -$20K – 144
2019
Q3 		$20K Hold
267
– – 0.01% 402
2019
Q2 		$20K Sell
267
-94
-26% -$6.86K 0.01% 423
2019
Q1 		$26K Buy
+361
New +$25.1K 0.02% 362
2018
Q3 		$34K Buy
+463
New +$33.9K 0.02% 440

Other funds holding ACWI

Allianz Asset Management
Allianz Asset Management Munich, Germany $86.6B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MGB
Mass General Brigham Somerville, Massachusetts $469M AUM